TAM
Townsend Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,352
-164
| -3% | -$47.9K | 0.57% | 43 |
|
|
2025
Q1 | $1.72M | Sell |
5,516
-7
| -0.1% | -$2.19K | 0.66% | 39 |
|
|
2024
Q4 | $1.6M | Sell |
5,523
-83
| -1% | -$24.1K | 0.59% | 44 |
|
|
2024
Q3 | $1.71M | Sell |
5,606
-27
| -0.5% | -$8.22K | 0.63% | 44 |
|
|
2024
Q2 | $1.44M | Buy |
5,633
+3
| +0.1% | +$765 | 0.56% | 44 |
|
|
2024
Q1 | $1.59M | Buy |
5,630
+3
| +0.1% | +$846 | 0.63% | 41 |
|
|
2023
Q4 | $1.67M | Buy |
5,627
+3
| +0.1% | +$890 | 0.76% | 35 |
|
|
2023
Q3 | $1.48M | Buy |
5,624
+62
| +1% | +$16.3K | 0.75% | 34 |
|
|
2023
Q2 | $1.66M | Buy |
5,562
+1
| +0% | +$298 | 0.79% | 34 |
|
|
2023
Q1 | $1.55M | Sell |
5,561
-95
| -2% | -$26.6K | 0.8% | 34 |
|
|
2022
Q4 | $1.49M | Buy |
5,656
+641
| +13% | +$169K | 0.75% | 41 |
|
|
2022
Q3 | $1.16M | Sell |
5,015
-353
| -7% | -$81.4K | 0.65% | 44 |
|
|
2022
Q2 | $1.33M | Buy |
5,368
+2
| +0% | +$494 | 0.68% | 42 |
|
|
2022
Q1 | $1.33M | Sell |
5,366
-42
| -0.8% | -$10.4K | 0.65% | 41 |
|
|
2021
Q4 | $1.45M | Buy |
5,408
+127
| +2% | +$34.1K | 0.69% | 39 |
|
|
2021
Q3 | $1.27M | Sell |
5,281
-9
| -0.2% | -$2.17K | 0.68% | 39 |
|
|
2021
Q2 | $1.22M | Buy |
5,290
+312
| +6% | +$72.1K | 0.68% | 41 |
|
|
2021
Q1 | $1.12M | Sell |
4,978
-63
| -1% | -$14.1K | 0.69% | 42 |
|
|
2020
Q4 | $1.08M | Buy |
5,041
+672
| +15% | +$144K | 0.72% | 39 |
|
|
2020
Q3 | $959K | Buy |
4,369
+657
| +18% | +$144K | 0.78% | 38 |
|
|
2020
Q2 | $685K | Buy |
3,712
+2,012
| +118% | +$371K | 0.55% | 50 |
|
|
2020
Q1 | $281K | Buy |
1,700
+70
| +4% | +$11.6K | 0.29% | 93 |
|
|
2019
Q4 | $322K | Buy |
+1,630
| New | +$322K | 0.26% | 94 |
|